Last Update: 31 August 2021
The Roger Gibson Five Asset Portfolio obtained a 7.05% compound annual return, with a 10.40% standard deviation, in the last 10 years.
The US Stocks Portfolio obtained a 16.21% compound annual return, with a 13.83% standard deviation, in the last 10 years.
Summary
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| Roger Gibson Five Asset Portfolio | US Stocks Portfolio | ||
|---|---|---|---|
| Risk | Very High | Very High | |
| Asset Allocation | Stocks | 60% | 100% |
| Fixed Income | 20% | 0% | |
| Commodities | 20% | 0% | |
| 10 Years Stats | Return | +7.05% | +16.21% |
| Std Dev | 10.40% | 13.83% | |
| Max Drawdown | -19.29% | -20.84% | |
Last Update: 31 August 2021
Historical Returns
The examinated historical serie starts from January 1999
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| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Roger Gibson Five Asset Portfolio | +0.91 | +4.35 | +13.33 | +27.59 | +10.44 | +9.53 | +7.05 | +7.75 |
| US Stocks Portfolio | +2.86 | +7.24 | +17.28 | +33.44 | +17.90 | +18.00 | +16.21 | +8.43 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1999.
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| Year | Roger Gibson Five Asset Portfolio | US Stocks Portfolio |
|---|---|---|
| 2021 |
+17.90% | +20.56% |
| 2020 |
+5.29% | +21.03% |
| 2019 |
+20.35% | +30.67% |
| 2018 |
-7.26% | -5.21% |
| 2017 |
+12.32% | +21.21% |
| 2016 |
+9.61% | +12.83% |
| 2015 |
-5.77% | +0.36% |
| 2014 |
+3.39% | +12.54% |
| 2013 |
+8.12% | +33.45% |
| 2012 |
+12.31% | +16.45% |
| 2011 |
+0.22% | +0.97% |
| 2010 |
+15.28% | +17.42% |
| 2009 |
+23.98% | +28.89% |
| 2008 |
-29.02% | -36.98% |
| 2007 |
+8.47% | +5.37% |
| 2006 |
+15.69% | +15.69% |
| 2005 |
+11.50% | +6.31% |
| 2004 |
+17.11% | +12.79% |
| 2003 |
+28.11% | +30.75% |
| 2002 |
+3.88% | -20.47% |
| 2001 |
-8.31% | -10.97% |
| 2000 |
+12.13% | -10.57% |
| 1999 |
+18.03% | +23.81% |